Estate Planning for Jefferson County, Montana Property Owners

For most Jefferson County homeowners, the house is what drags an estate into probate. A transfer-on-death deed or a living trust keeps it out—here is how to set up either one and record it locally.

For a Jefferson County property owner, the biggest probate risk is the home itself. Real estate is what forces most families into the District Court. The two tools that keep a Jefferson County home out of probate are a transfer-on-death deed recorded with the County Clerk and Recorder, and a revocable living trust that holds title to the property.

Without a recorded beneficiary designation or a trust, Jefferson County property passes through the District Court — even simple Montana probates run 4+ months and start with $100 in filing fees. Montana also lets owners name a transfer-on-death beneficiary on vehicle titles, which keeps cars out of the same process.

Record a Transfer-on-Death Deed in Jefferson County

A transfer on death deed names a beneficiary who receives Jefferson County property automatically at the owner's death, without probate. It is recorded with the County Clerk and Recorder during the owner's lifetime and can be revoked at any time.

Before recording, a Montana transfer on death deed is signed with notary acknowledgmentMCA 72-6-401 to 72-6-418Verified Aug 24, 2026View source. The deed takes effect only if it is recorded before the owner's deathMCA 72-6-401 to 72-6-418Verified Aug 24, 2026View source.

Where to Record Property Documents

Deeds and other real property documents for Jefferson County are recorded with the County Clerk and Recorder, led by Clerk and Recorder Ginger Kunz, at 102 S. Monroe St., Boulder, MT 59632. Phone: 406-225-4020. Hours: Monday - Friday 8:00 am - 12:00 pm, 1:00 - 5:00 pm.

Documents submitted by mail go to PO Box H, Boulder, MT 59632.

The County Clerk and Recorder charges $20 for the first page plus $10 for each additional page. Recording a 2-page transfer on death deed in Jefferson County comes to $30. A transfer on death deed is exempt from transfer tax.

Jefferson County accepts electronic recording through CSC / eRecording Partners Network (ePN) / Indecomm / Simplifile.

Recording Office Record

County Clerk and Recorder

Jefferson County · Clerk and Recorder · Ginger Kunz

Address

102 S. Monroe St.Boulder, MT 59632Mailing: PO Box H, Boulder, MT 59632

Fax

406-225-4149

Hours

Monday - Friday 8:00 am - 12:00 pm, 1:00 - 5:00 pm

E-recording

Available via CSC / eRecording Partners Network (ePN) / Indecomm / SimplifileE-recording info →
Visit recorder website →

Recording fees

Base fee (first page)$20
Each additional page$10
Transfer tax on a TOD deedExempt

MCA 7-4-2637 (fees for recording documents); MCA 7-4-2636 (standards for recorded documents); House Bill 192, 69th Legislature (2025) — Ch. 480, L. 2025 — fee increase effective October 1, 2025

Verified September 7, 2026 · Source

Estate Planning Attorneys Serving Jefferson County

FirmButte, MT

Copper City Law, PLLC

Serves 3 counties

Local Butte-Silver Bow attorney focusing on estate planning, probate, trust administration, guardianship, small business, family law, real estate law, and tax delinquency. Serves the everyday people of Butte-Silver Bow and surrounding communities.

PracticesEstate PlanningTrust AdministrationGuardianshipProbate AdministrationReal Estate

Office
444 E Park StreetButte, MT 59701
Free consultation

FirmHelena, MT

Drake Law Firm, P.C.

Serves 3 counties

Helena law firm assisting with drafting wills, establishing trusts, and navigating the complexities of probate. Also practices personal injury and general civil litigation.

PracticesEstate PlanningProbate AdministrationWills Trusts

Office
27 Neill Ave, Suite 200, Livery Square BuildingHelena, MT 59601

Solo PracticeHelena, MT

Kelby R. Fischer, Attorney at Law

Serves 3 counties

Helena attorney helping individuals, families, and businesses protect their assets and preserve their legacy for the next generation with customized estate planning and business documents.

PracticesEstate PlanningTrust AdministrationBusiness LawProbate AdministrationReal Estate

Office
40 West Lawrence Street, Suite BHelena, MT 59601

FirmHelena, MT

Wall, McLean & Gallagher

Serves 4 counties

Helena law firm providing estate planning and probate services with clarity and compassion. Also maintains an office in Anaconda. Practice areas include personal injury, family law, estate planning and probate, business law, and real estate litigation.

PracticesEstate PlanningProbate AdministrationReal Estate

Office
1 N Last Chance Gulch, STE 4Helena, MT 59601
Free consultation

FirmMissoula, MT

BJM Law PLLC

Serves the whole state

Formerly Bjornson Jones Mungas, PLLC. Over fifty years of combined experience in transactional, business and corporate law, contracts, real estate law, estate planning and probate administration, finance, and tax law. Serves clients throughout Montana and Washington.

PracticesEstate PlanningTrust AdministrationTax PlanningBusiness SuccessionProbate Administration

Office
2809 Great Northern Loop, Suite 100Missoula, MT 59808

FirmHelena, MT

Browning, Kaleczyc, Berry & Hoven, P.C.

Serves the whole state

Statewide law firm providing estate planning, elder law, business succession planning, and probate administration services from offices in Helena, Bozeman, Great Falls, and Missoula.

PracticesEstate PlanningTrust AdministrationElder LawBusiness SuccessionProbate Administration

Office
800 N Last Chance Gulch, Suite 101Helena, MT 59601
See all 12 firms serving Jefferson County→

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to verify their current practice areas and availability.

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